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WI

Wahed Invest Portfolio holdings

AUM $770M
1-Year Est. Return 38.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.38M
3
+$1.62M
4
CVX icon
Chevron
CVX
+$1.27M
5
CBRE icon
CBRE Group
CBRE
+$1.2M

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.34M
4
HES
Hess
HES
+$1.06M
5
ANSS
Ansys
ANSS
+$837K

Sector Composition

1 Technology 46.11%
2 Communication Services 16.84%
3 Healthcare 10.5%
4 Consumer Discretionary 7.83%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.3%
18,554
+117
52
$2.21M 0.3%
35,369
+148
53
$2.21M 0.3%
31,655
+201
54
$2.08M 0.28%
4,556
+27
55
$1.99M 0.27%
23,634
+134
56
$1.99M 0.27%
18,061
+114
57
$1.98M 0.27%
15,122
-200
58
$1.93M 0.26%
9,407
+60
59
$1.87M 0.26%
6,811
+42
60
$1.85M 0.25%
5,828
+36
61
$1.83M 0.25%
13,812
+1,941
62
$1.75M 0.24%
21,360
+135
63
$1.74M 0.24%
7,917
-419
64
$1.68M 0.23%
20,080
+126
65
$1.67M 0.23%
4,028
+24
66
$1.64M 0.22%
14,666
-348
67
$1.63M 0.22%
8,463
-9
68
$1.61M 0.22%
+2,867
69
$1.58M 0.22%
6,957
+42
70
$1.58M 0.22%
9,144
-26
71
$1.57M 0.21%
9,291
+1,023
72
$1.56M 0.21%
3,700
+21
73
$1.56M 0.21%
4,990
+272
74
$1.54M 0.21%
31,404
+198
75
$1.53M 0.21%
10,147
+187
1 2
3
4 5